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StoneX Group Portfolio holdings

AUM $2.48B
1-Year Est. Return 33.54%
This Fund
S&P 500
This Quarter Est. Return
+21.03%
1 Year Est. Return
+33.54%
3 Year Est. Return
+85.25%
5 Year Est. Return
+91.44%
10 Year Est. Return
+287.11%
AUM
$2.48B
AUM Growth
+$623M
Cap. Flow
+$403M
Cap. Flow %
16.23%
Top 10 Hldgs %
28.55%
Holding
1,633
New
716
Increased
464
Reduced
262
Closed
169

Top Buys

Rank Stock Value
1
KT icon
KT
KT
+$29.3M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$20.4M
3
XEL icon
Xcel Energy
XEL
+$14.2M
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$12.1M
5
SOXL icon
Direxion Daily Semiconductor Bull 3X ETF
SOXL
+$10M

Top Sells

Rank Stock Value
1
RACE icon
Ferrari
RACE
+$16.7M
2
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$9.95M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.72M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$5.44M
5
MUU
Direxion Daily MU Bull 2X ETF
MUU
+$4.12M

Sector Composition

Rank Sector Weight
1 Miscellaneous 69.91%
2 Technology 8.68%
3 Financials 5.92%
4 Industrials 3.11%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UVIX icon
951
2x Long VIX Futures ETF
UVIX
$174M
$252K 0.01%
+2,813
New +$279K
IUSV icon
952
iShares Core S&P US Value ETF
IUSV
$27.9B
$251K 0.01%
2,281
-1,435
-39% -$155K
APMCU
953
AmperCap Acquisition Co Unit
APMCU
$131M
$251K 0.01%
+25,000
New +$250K
XMHQ icon
954
Invesco S&P MidCap Quality ETF
XMHQ
$5.61B
$251K 0.01%
+2,283
New +$249K
MUNI icon
955
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.12B
$251K 0.01%
4,763
-19
-0.4% -$995
RWL icon
956
Invesco S&P 500 Revenue ETF
RWL
$10.1B
$250K 0.01%
1,960
-541
-22% -$67.2K
BOTZ icon
957
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.43B
$250K 0.01%
+6,565
New +$250K
NUE icon
958
Nucor
NUE
$59.2B
$249K 0.01%
1,116
-74
-6% -$16.7K
UDOW icon
959
ProShares UltraPro Dow 30
UDOW
$886M
$249K 0.01%
+3,565
New +$221K
ADX icon
960
Adams Diversified Equity Fund
ADX
$3.26B
$248K 0.01%
9,724
-2,880
-23% -$70.6K
QABA icon
961
First Trust NASDAQ ABA Community Bank Index Fund
QABA
$103M
$248K 0.01%
+3,938
New +$246K
QDPL icon
962
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.81B
$248K 0.01%
5,464
+467
+9% +$20.7K
REK icon
963
ProShares Short Real Estate
REK
$12.1M
$247K 0.01%
+15,727
New +$249K
BILZ icon
964
PIMCO Ultra Short Government Active ETF
BILZ
$945M
$247K 0.01%
+2,449
New +$247K
VIGI icon
965
Vanguard International Dividend Appreciation ETF
VIGI
$9.29B
$247K 0.01%
+2,641
New +$245K
EVR icon
966
Evercore
EVR
$11.5B
$246K 0.01%
+721
New +$247K
ETG
967
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.84B
$246K 0.01%
+10,466
New +$235K
IBP icon
968
Installed Building Products
IBP
$6.34B
$245K 0.01%
+1,069
New +$260K
NSC icon
969
Norfolk Southern
NSC
$74B
$245K 0.01%
779
-262
-25% -$80.8K
BSJQ icon
970
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$804M
$245K 0.01%
10,631
-7,679
-42% -$178K
MFDX icon
971
PIMCO RAFI Multi-Factor International Equity ETF
MFDX
$474M
$245K 0.01%
5,882
+189
+3% +$7.87K
ETH
972
Grayscale Ethereum Staking Mini ETF Shares
ETH
$2.06B
$244K 0.01%
14,094
+1,942
+16% +$37.9K
WRB icon
973
W.R. Berkley
WRB
$25.7B
$244K 0.01%
+3,491
New +$234K
BAB icon
974
Invesco Taxable Municipal Bond ETF
BAB
$892M
$243K 0.01%
9,062
-2,205
-20% -$59.2K
AVL
975
Direxion Daily AVGO Bull 2X ETF
AVL
$220M
$243K 0.01%
+5,162
New +$275K
37 38
39
40 41

Similar funds

SG
SCHF (GPE) Wilson, Wyoming $2.48B AUM 8.43% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
SGM
Seven Grand Managers Bronxville, New York $2.48B AUM 65.09% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

StoneX Group's Q2 2026 Portfolio in Review

As of Q2 2026, StoneX Group held 1,633 positions worth $2.48B, up 34% from $1.86B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

StoneX Group deployed $403M of net new capital in Q2 2026, opening 716 new positions and adding to 464 existing holdings. Its largest new stake was KT: 1,468,886 shares worth $25.8M.

By sector, the portfolio is most concentrated in Miscellaneous at 70% of assets, down from 72% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Ferrari, an estimated $16.7M trimmed.

  • StoneX Group's largest Q2 2026 buy was KT: 1,468,886 shares worth $25.8M.
  • StoneX Group added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $20.4M increase.
  • StoneX Group's biggest Q2 2026 reduction was Ferrari, cutting an estimated $16.7M.
  • StoneX Group fully exited iShares 0-1 Year Treasury Bond ETF in Q2 2026, selling an estimated $9.95M.
  • StoneX Group's ten largest holdings make up 29% of its $2.48B portfolio in Q2 2026.
  • StoneX Group opened 716 new positions and closed 169 in Q2 2026.
  • StoneX Group's portfolio value rose 34% quarter-over-quarter to $2.48B.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.